Program 5

Thursday, May 2, 2019

Program 5 Topics

HOA Regional Panel Discussion of State Income Tax, State Estate and Gift Taxes, and Principal and Income Act, Cynda Ottaway

Fiduciary Income Taxation of Trusts and Estates and Form 1041 Issues, including DNI, and taxation of simple complex and trusts and estates, Janet Rae Montgomery 

Minimizing or Eliminating State Income Taxes on Trusts and Jurisdictional Issues Regarding Fiduciary Income Tax, Richard W. (Dick) Nenno

Practical issues regarding estate and gift tax returns, Tom Overbey

Basis Consistency and Form 8971, Lora Davis

Generation-Skipping Transfer Tax, Jane Gorham Ditelberg